Steve Payne, CFP®, CRPCFWEALTH MANAGER
Steve has been a financial adviser for more than 25 years in Southern California. Born and raised in Los Angeles, Steve graduated from UCLA with a bachelor’s degree in economics, got married, and went straight to work at E.F. Hutton. As a CERTIFIED FINANCIAL PLANNER (CFP®) since 1998, Steve has helped hundreds of individuals, families and small business owners reach their financial goals and avoid the costly mistakes so common in today’s financial environment. He is also a Chartered Retirement Planning Counselor (CRPC®), has FINRA Series 3, 7, 24, 63 registrations, along with CA Insurance licenses for life, accident & health and variable contracts.
Steve and his wife moved to San Diego from Los Angeles in 1995 and started raising a family. They have three children, all currently in college. As an avid sports fan, Steve is a supporter of the Padres and Chargers, while his wife has remained a loyal Dodgers fan. His great love of music spans a wide variety from jazz and blues to classical symphonies. He enjoys swimming, golf, and playing guitar in a local band.
Registered Administrative Assistant of Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances.. Cetera is under separate ownership from any other named entity.